How-to
How to organise work in a visa office
What should you check when choosing a CRM? How do you track missing documents, hand a case to another adviser or prepare to move from Excel? Start with the topic that matches your work and read the steps and checks involved.
Where should you start?
Identify your needs
Start with CRM selection if you are evaluating software. If you are preparing to move existing spreadsheets, read the field mapping and data preparation topics on the Excel migration page.
Review the daily workflow
Read about missing documents to separate file uploads from document review. The case handover page covers the information to check when responsibility moves between advisers.
Check the product details
Follow the related product links to application tracking, document management and the client portal. Check the pricing page for plan scope and include unresolved questions in a demo request.
Frequently asked questions
Do I need to read every topic in order?
No. Each page covers a separate topic. Start with the work you need to organise and follow the links to related explanations.
Does the Excel migration page describe automatic import?
It covers preparing existing data and mapping fields. It does not promise that uploading an Excel file automatically creates application records; the migration method needs to be confirmed separately.
Explore iyely Visa
Start a trial to examine how the product supports your workflow, or share your questions in a demo request.